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Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $98,670 | $99,633-1.0% | $183,328-46.2% | $82,448+19.7% |
| Participation rate | 100.0% | 70.8%+29.2pp | 77.3%+22.7pp | 68.1%+31.9pp |
| Annual return | 11.23% | 17.84%-6.6pp | 29.67%-18.4pp | 41.64%-30.4pp |
| Employer contribution / active EE | $4,270 | $3,256+31.1% | $5,055-15.5% | $2,551+67.4% |
| Participant deferral / active EE | $1,496 | $4,938-69.7% | $6,795-78.0% | $4,139-63.9% |
| Admin fee / account holder | $7,404 | $9,934-25.5% | $21,427-65.4% | $7,234+2.3% |